Bank Name 'Tables'

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Roz Lake
Roz Lake
Seventh Anniversary Photogenic First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi,


Is it possible to limit the Bank Names people can enter in BBMS for OLX please?


I had cleaned up our 'Bank' Tables to limit people entering different version names for the same bank in RE and had it all clean, changed the banks that had wrong versions only to discover that it is BBMS / OLX who is the culprit for allowing people to add various different versions of the same name ie; HSBC Bank, HSBC, HSBC UK etc. etc…


I am unable to link the bank unless I accept what the donor has entered, this is often spelled incorrectly, incorrectly capitalised or not, and as I mentioned various different versions of the same bank.


Is there a way to stop our 'bank tables' looking such a mess and having so many incorrect banks in our system?


I have searched the BBMS & OLX settings and have been unable to find a solution.


Many thanks 


Roz
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  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic
    Hi Roz Lake‍ - This is a great topic to add to both the OLX Idea Bank and RE-NXT Idea Bank, I didn't see it in either one when I did a quick search. Let us know if you create an idea, so we can go vote for it!

    Chris Martin‍ - See Roz's original post; a good idea of improvement for OLX and/or the RE-NXT donation forms.  

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